Customize. Optimize. Scale.
Deliver customized, tax-smart and values-aligned portfolios at scale, with the infrastructure to rapidly grow your practice, not your workload.
Complete flexibility
Tailored investment solutions, delivered through a seamless, custom-branded experience.
Direct Indexing SMAs
Institutional-grade tax smart portfolios with granular control over factors, values, and unique requests.
Model Portfolios
Scalable management of third-party and your in-house models through an automated tax-smart engine.
Unified Managed Solutions
Combine multiple strategies with one tax-smart overlay and unified portfolio management.
- Assets under management¹
- $9 Billion+
- Partner firms¹
- 300+
- Years of managing custom portfolios¹
- 10+
Build your book, not your back office
Expert service meets AI-driven operations to manage your transitions, rebalancing workflows, and daily oversight with precision.
Seamless Transitions
Dedicated onboarding team and automated solutions to handle the heavy lifting of account migrations.
Automated Operations
Leverage AI-driven automation for repetitive tasks, rebalancing and admin workflows — recapturing hours each day.
Full Lifecycle Service
A dedicated team of specialists to provide hands-on support to scale your practice for years to come.
Listen to the leaders shaping the future of wealth.
Standards you can rely on
Our infrastructure is engineered for security, transparency, and seamless integration with major custodian partners.
Custodian integrations
We are integrated with 12+ leading custodians to meet your firm where you are today.
GIPS Compliance
Verified Compliance with GIPS® Standards to provide the highest level of performance transparency.
SOC 2 Type 1 security
We maintain rigorous security standards to keep your firm’s sensitive data protected.
Insights from Ethic
New White Paper: 3D Active Tax Management
Today we’re announcing the release of our new white paper “3D Active Tax Management.” In it, we cover what’s truly unique about our approach to tax management, and why advisors and investment teams should take note.
March 20
Ethic x State Street Model Portfolios
State Street Model Portfolios, implemented through the Ethic platform, provide a streamlined approach to managing complex workflows.
July 17
How Ethic works with Values-focused Families
Ethic works with families across multiple generations to create portfolios that are personalized to their unique values, financial goals and tax needs. Our approach helps identify overlapping priorities and navigate differing perspectives to build portfolios that honor the unique values of each family member.
June 14
Religious Values
Learn how Ethic helps advisors and their clients incorporate religious values into their investments alongside financial goals.
May 28